Circle of Wealth®
Getting Started & Dashboard
- 5-Minute Walk-Through
- Software Orientation
- Add Your Logo & Photo to the Software Top Banner
- Pop-up Presentations & Screens
- Draw Tool Tutorial
- Help On this Screen
Settings & Resources
Contacts
- ★ Import Contact cow4 File
- Contact Overview
- Online Confidential Questionnaire Link
- Managing Online Confidential Questionnaire (Online CQ) Contact Data
- Create a Spending Game Scenario with Online CQ data
- Export a Contact & Share with Another COW Subscriber
Presentations
- Financial GPS Introduction and Walk-through
- Financial GPS How-to Enter Your Clients Financial Data
- Presentation Dashboard Overview
- Personal Economic Model's Scenarios
- Personal Economic Model Protection Tools
- Personal Economic Model Functionality & Linked Presentations
Custom Presentation Builder
Report Builder
Referral Center
FAQs
- How do I load the PEM background into my Zoom as my virtual background?
- Cow Desktop Software - Key Board Shortcuts
- How do I import and export information into the software?
- What does my Login Error Message mean?
- Can I still use my the Windows Legacy Circle of Wealth®?
- Will my Legacy Communication Profile clients and reports be available in the Current Version?